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Internet service technology

Fintech in focus: Conquest Planning

Planning software helps with client engagement

Business people sitting and discussing at business meeting, in office

How Manulife Securities-Fidelity deal signals a larger trend

Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities

Businessman working on Desk office business

As markets roil, advisors toil: how you handled the SVB fallout

Amid fraught headlines, here's how financial advisors served clients this week

Senior Couple With Financial Advisor At Home

Different approach to planning can build relationships with female clients

Why the industry needs more female advisors

Grandfather reading the book next to grandson with tablet

Keeping the cost of death down

Planning helps clients avoid overspending on funerals, burials

retirement planning

Most Canadian snowbirds winging it financially: CIBC poll

Despite economic concerns, respondents didn't speak to a financial professional

  • By: Staff
  • February 2, 2023 February 2, 2023
  • 11:49
Internet service technology

Equisoft combining online tools for advisors

My Financial Benchmark and Financial Calculators will be in one hub

How to help clients cope with inflation

Advisors can help clients build confidence and financial well-being

Social media puzzle cube

Turning social media leads into clients

Fewer than one-third of advisors surveyed had a defined marketing strategy

  • By: Staff
  • December 14, 2022 December 14, 2022
  • 14:02
Businesswoman smiles while showing a document to a male associate

Strategies for clients struggling with inflation

Advisors can help clients with debt and long-term goals

Digital Signature stock photo

The convenience, trade-offs and pitfalls of e-signatures

A welcome industry development gets a critical assessment

Multinational group of cheerful students studying in the university library

They’re coming: How to fit gen Z advisors into your practice

This generation brings a different approach to work

  • By: Todd Humber
  • November 30, 2022 November 29, 2022
  • 09:00
Internet service technology

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

Advisor business support growing across Canada’s wealth firms

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00

How to prepare for the hybrid DIY future

Digitization can provide product advice, but clients still want to talk to humans

Ethereum completes ‘Merge’ upgrade to network

The long-awaited change has implications for investors

How to prevent client complaints

At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate

Asking clients the right questions to build relationships

Advisors' questions can influence how much clients share and how comfortable they are

  • By: Katie Keir
  • November 23, 2022 November 23, 2022
  • 14:08

Tips for two tough conversations with clients

Care needs, living benefits were topics at IFB’s fall summit

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

CFAs can fast-track to planner designation under new IAFP program

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

  • By: Staff
  • October 5, 2020 October 15, 2020
  • 11:41

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 December 9, 2019
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 December 9, 2019
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll